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Enterprise Wealth Tech Relationship AVP

iCapital · New York, NY, USA ·

Job type:
Full Time

iCapital is seeking an Associate / Assistant Vice President to join the Solutions team in New York. This role focuses on supporting existing Enterprise Wealth relationships within the Independent Broker Dealer channel, ensuring high-quality service delivery across various asset classes.

The ideal candidate will have 2-7+ years of experience in a technical relationship management role, excel in client service, and preferably hold Series 7 and 63 licenses. Strong organizational and communication skills are essential.

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